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Mass import data by using object ID

You can mass import metric data by object ID, so no mapping change is needed whenever an object’s name changes.

  • Use object IDs in the import file

    Instead of the object name (org. unit, action list, partner, user, action, product, product family, customized object), just use its ID in the CSV file.

    Import file with object IDs

    Mass import settings using object IDs

  • Find the object ID

    Open the object (via the edit pencil) and scroll all the way down below the form.

    Object ID below the object form

An easier option may be to export the org. structure: the export includes the org. units’ IDs.

  • Display action list IDs

    The action lists’ IDs can also be displayed as a separate column in the metric dashboards (via the advanced beta setting), or switched on in the list of documents.

    Action list ID column

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